Anic Equity¶
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Total return since start: 0.553 %¶
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Equity now: -----------------------------> 47449.83 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46051.81 Kr¶
PnL: ---------------------------------------> -836.76 Kr¶
DD now: ---------------------------------> -2.427 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 11:17:50.298626'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.270000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HMS Networks | 2 | -1.380000 | 769.200000 | 96.200000 | 14.290000 | 673.000000 |
| HEBA B | 70 | -3.360000 | 2716.000000 | 80.000000 | 3.030000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.350000 | 3526.980000 | 72.980000 | 2.110000 | 3453.999992 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | -0.050000 | 3418.400000 | 41.400000 | 1.230000 | 3377.000000 |
| Resurs Holding | 22 | -1.190000 | 602.800000 | 28.800000 | 5.020000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.190000 | 383.100000 | 28.100000 | 7.920000 | 355.000000 |
| AcadeMedia | 12 | 0.830000 | 584.160000 | 27.160000 | 4.880000 | 557.000004 |
| Swedbank A | 3 | -0.330000 | 587.400000 | 23.400000 | 4.150000 | 564.000000 |
| OEM International B | 7 | -0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.730000 | 579.600000 | 17.600000 | 3.130000 | 562.000005 |
| Intrum | 4 | -1.240000 | 541.200000 | 14.200000 | 2.690000 | 527.000000 |
| Norva24 Group | 16 | -0.910000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| Eastnine | 4 | -0.630000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Corem Property Group B | 59 | -5.480000 | 579.970000 | 2.970000 | 0.510000 | 576.999999 |
| Creaspac SPAC | 6 | -0.310000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Securitas B | 6 | -2.690000 | 572.160000 | 2.160000 | 0.380000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.010000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| Coor Service Management Hold. | 8 | -2.070000 | 529.600000 | -2.400000 | -0.450000 | 532.000000 |
| Handelsbanken A | 5 | 0.190000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | -0.110000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Boozt | 12 | -2.160000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| Essity B | 2 | 0.970000 | 539.600000 | -34.400000 | -5.990000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.440000 | 560.000000 | -34.570000 | -5.810000 | 594.565215 |
| CTEK | 13 | -2.120000 | 498.810000 | -35.190000 | -6.590000 | 533.999999 |
| Sampo Oyj SDB | 7 | 0.740000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | 2.120000 | 565.800000 | -47.200000 | -7.700000 | 612.999432 |
| Essity A | 4 | 1.120000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Beijer Electronics Group | 26 | 3.930000 | 2891.200000 | -79.800000 | -2.690000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.760000 | 3717.000000 | -94.000000 | -2.470000 | 3810.999990 |
| OX2 | 18 | 1.000000 | 1459.800000 | -204.200000 | -12.270000 | 1663.999992 |
| Axfood | 13 | 1.650000 | 3524.300000 | -231.700000 | -6.170000 | 3756.000001 |
| Ovzon | 52 | -1.870000 | 2730.000000 | -632.000000 | -18.800000 | 3361.999992 |
| TOTAL | 46051.930000 | -836.640000 | -2.42637% | 46888.564618 |
Updated:¶
'2023-01-30 11:17:26.070953'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
